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Schwab US Dividend Equity ETF

1,373 hedge funds and large institutions have $19.3B invested in Schwab US Dividend Equity ETF in 2023 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 670 increasing their positions, 468 reducing their positions, and 77 closing their positions.

Holders
1,373
Holders Change
+6
Holders Change %
+0.44%
% of All Funds
21.89%
Holding in Top 10
238
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.85%
% of All Funds
3.8%
New
103
Increased
670
Reduced
468
Closed
77
Calls
$89.6M
Puts
$54.3M
Net Calls
+$35.3M
Net Calls Change
-$13.9M
Name Market Value Shares Shares
Change
Shares
Change %
WA
1176
Waterford Advisors
New York
$236K 3,329
SM
1177
Sensible Money
Arizona
$234K 3,305
SNBOSCI
1178
Security National Bank of Sioux City Iowa
Iowa
$233K 3,295 +5 +0.2%
SIC
1179
Samalin Investment Counsel
New York
$232K 3,281 +520 +19%
GAG
1180
GM Advisory Group
New York
$231K 3,267 +3,267 New
TCM
1181
TD Capital Management
Tennessee
$229K 3,241 +942 +41%
MWP
1182
Madison Wealth Partners
Wisconsin
$228K 3,224 -1,774 -35%
PCS
1183
Personal CFO Solutions
New Jersey
$227K 3,213 +3,213 New
CC
1184
Cadinha & Co
Hawaii
$226K 3,200
CAM
1185
Carret Asset Management
New York
$226K 3,195 +3,195 New
RCA
1186
Resonant Capital Advisors
Wisconsin
$225K 3,181 +300 +10%
QCM
1187
Quantinno Capital Management
New York
$225K 3,174
EW
1188
Element Wealth
Mississippi
$224K 3,170 +820 +35%
KA
1189
Klingman & Associates
New York
$223K 3,154
PWM
1190
Pacific Wealth Management
California
$223K 3,154 +183 +6%
SFP
1191
Strategic Financial Partners
Oregon
$223K 3,148 +28 +0.9%
CD
1192
Chapin Davis
Maryland
$223K 3,146 +3,146 New
WWM
1193
Wolff Wiese Magana
California
$221K 3,124 +717 +30%
SSWM
1194
Smith Salley Wealth Management
North Carolina
$220K 3,115 +3,115 New
SC
1195
Soundwatch Capital
Connecticut
$219K 3,091 +3,091 New
ICG
1196
InterOcean Capital Group
Tennessee
$218K 3,078 -1,249 -29%
SCM
1197
Seascape Capital Management
New Hampshire
$217K 3,067 +3,067 New
BC
1198
Brio Consultants
California
$216K 3,057 -3,420 -53%
PCFFS
1199
Pacific Center for Financial Services
California
$215K 3,041 +28 +0.9%
CFA
1200
Capstone Financial Advisors
Illinois
$215K 3,041 +3,041 New